Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$43.9M
3
+$35.2M
4
ACN icon
Accenture
ACN
+$31.8M
5
PARA
Paramount Global Class B
PARA
+$31.6M

Top Sells

1
+$54.6M
2
+$45.6M
3
+$31.2M
4
ETP
Energy Transfer Partners L.p.
ETP
+$27.9M
5
VFC icon
VF Corp
VFC
+$27.7M

Sector Composition

1 Healthcare 11.82%
2 Financials 11.22%
3 Technology 11.02%
4 Industrials 9.09%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$226K ﹤0.01%
22,500
-500
2252
$226K ﹤0.01%
+26,200
2253
$226K ﹤0.01%
15,053
+26
2254
$225K ﹤0.01%
+6,140
2255
$225K ﹤0.01%
7,500
+81
2256
$225K ﹤0.01%
+4,711
2257
$224K ﹤0.01%
3,010
-305
2258
$224K ﹤0.01%
2,525
2259
$224K ﹤0.01%
2,934
-40
2260
$223K ﹤0.01%
4,496
+44
2261
$222K ﹤0.01%
12,237
-2,248
2262
$220K ﹤0.01%
+3,719
2263
$220K ﹤0.01%
1,716
+324
2264
$219K ﹤0.01%
14,351
+700
2265
$219K ﹤0.01%
4,617
-3,447
2266
$217K ﹤0.01%
8,395
-3,808
2267
$216K ﹤0.01%
+7,680
2268
$216K ﹤0.01%
8,000
-12,000
2269
$216K ﹤0.01%
+4,350
2270
$216K ﹤0.01%
6,060
+249
2271
$216K ﹤0.01%
+8,214
2272
$215K ﹤0.01%
2,150
-100
2273
$215K ﹤0.01%
+10,545
2274
$215K ﹤0.01%
9,021
2275
$215K ﹤0.01%
+4,538
89 90
91
92 93